Rose Catherine Cooke

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2010 → 04/2021
  Dimensional Fund Advisors Lp
  Austin, TX
• 03/2026 → Present
  Mercer Global Advisors Inc.
  Naples, FL
• 07/2021 → 01/2023
  Sutherland Global
  Naples, FL
• 03/2023 → 12/2023
  Collier County Public Schools
  Naples, FL
• 12/2023 → 02/2026
  Mason Classical Academy
  Naples, FL

Previous Registrations

• 2011-09-13 → 2021-05-06
  Dimensional Fund Advisors Lp
  Austin, TX
• 2006-10-25 → 2007-07-11
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 2005-11-21 → 2005-12-19
  Citigroup Global Markets Inc.
  Stamford, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-31
• S63 Uniform Securities Agent State Law Examination
  2000-08-12

Other Names

• Rose Catherine Manziano
• Rose Catherine Manziano